Grow Financial Federal Credit Union

COVID-19: We’re Hiring! learn more

Investment Services

Invest Your Way With Our Help


No two investors are alike. Sure, they all want their money to grow. But that’s about all they have in common. Some want to take it slow and build over time. Others need to protect what they already have. Grow has contracted with CUSO Financial Services, L.P. (CFS), to provide investment services, so we’re here for you no matter where you are. With the help of CFS Financial Advisors throughout West Central Florida, you’ll get a plan that fits your goals and priorities. So you get from where you are now to where you want to be.

Get Help With Retirement

We can help with long-term investing for retirement, and help structure your investments once you’re in retirement.

Are Taxes Taking Too Much of Your Investments?

We know. By reviewing your financial plan, we can help protect the money you’ve worked so hard to build up.

Protecting Your Future

We can help you get ready for whatever is coming your way by helping you plan for your children’s education or your long-term care.

Put Your Retirement Assets To Work

We can help analyze and consolidate your IRA, 401(k), 403(b), and 457 accounts, so you avoid overlaps and gaps in your investment portfolio.

Learn About Investment Services


Market Volatility: Consider the Effect of Past Health Crises
March 17, 2020

Market Volatility: Consider the Effect of Past Health Crises

By all accounts, the recent drop in the market was largely driven by ever-increasing fears about the potential effects of the coronavirus (COVID-19) and its Read Full Article

Financial advising Let the Pros Help Your Money Grow
February 12, 2020

Let the Pros Help Your Money Grow

Did you know that Grow Financial offers personalized financial planning?1 We’ve contracted with CUSO Financial Services, L.P. (CFS) to provide investment services, and you can Read Full Article

IRA limits for 2020 Fast Facts on IRA Limits for 2020
January 30, 2020

Fast Facts on IRA Limits for 2020

The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if Read Full Article

Here’s How to Compare Different Life Insurance Policies
December 30, 2019

Here’s How to Compare Different Life Insurance Policies

Like anyone else, you want a life insurance policy that meets your needs and budget. But how do you find the right policy when there Read Full Article

Annual Checkups are for Retirement Savings Too
November 14, 2019

Annual Checkups are for Retirement Savings Too

This time of year, we’re all looking forward to spending time with friends and family and celebrating the season, but it’s also the perfect time Read Full Article

Five Questions About Long-Term Care
November 7, 2019

Five Questions About Long-Term Care

1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There Read Full Article